Hewlett Packard Enterprise Co vs International Business Machines Corp — how do they compare? Hewlett Packard Enterprise Co trades at $56.84 (market cap $72.01B), while International Business Machines Corp trades at $233.77 (market cap $224.62B). The key difference: International Business Machines Corp is far larger — about 3.1× Hewlett Packard Enterprise Co's market cap, and International Business Machines Corp pays the higher dividend (2.84%). Which is the better fit depends on your goals.
| HPE | IBM | |
|---|---|---|
Market Cap | $72.01B | $224.62B |
Sector | Technology | Technology |
52-Week High | $56.14 | $329.23 |
52-Week Low | $20.01 | $205.77 |
Enterprise Value | $87.96B | $281.76B |
Dividend Yield | 1.05% | 2.84% |
Volume | — | 4,481,527 |
Signals from Pluang's Aura AI — not financial advice
HPE stock trades at $56.32, up 3.02% with strong momentum following recent analyst upgrades. The company shows robust earnings beats in recent quarters with Q1 2026 EPS of $0.79 beating expectations of $0.535. Technical indicators suggest bullish momentum while fundamentals show revenue growth to $34.3B in 2025, though net income declined significantly to $57M. Recent Morgan Stanley upgrade highlights AI infrastructure strength.
Outlook remains positive with AI-driven growth potential, though elevated P/E ratio of 50.82 warrants caution. Key risks include competitive pressures in server markets and execution challenges. Analyst consensus price target of $69.81 offers 24% upside potential from current levels, supported by institutional buying interest.
IBM trades at $233.94, down 1.0% today, as the stock navigates mixed signals. Recent earnings showed a Q2 2026 EPS miss after two consecutive beats, while revenue growth accelerated to $67.54 billion in 2025. Technical indicators show a bullish overall signal but bearish moving averages, with RSI levels suggesting overbought conditions. The company secured a $240 million AI deal with Together AI, but faces securities fraud investigations following a 25% stock drop earlier this year.
IBM presents a complex risk-reward profile with strong profitability metrics (15.52% net margin, 34.62% ROE) and analyst consensus pointing to 10% upside to the $257.38 price target. However, ongoing legal investigations and increased capital expenditures creating negative cash flow pose significant near-term risks. The AI partnership momentum contrasts with concerns about IBM's competitive positioning in the rapidly evolving technology landscape.
Trailing returns across standard periods
Latest headlines on both assets
Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →